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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Elon Musk's SpaceX purchase of U.S. spectrum scared investors into believing that not only will SpaceX instantly disrupt the U.S. market but also that this purchase implies SpaceX will buy up spectrum everywhere simultaneously…even in markets where none is for sale. A "bot-war" narrative...
— Patrick Brennan
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Other investors who've written on Charter Communications
Charter Communications and Liberty Broadband detracted from performance amid continued competitive pressure within the U.S. broadband market. Charter has faced...
Charter Communications, Inc. ($CHTR) provides broadband connectivity, cable television, and mobile services to residential and commercial customers across the United States. While the holding...
Charter's latest full-year results showed robust underlying subscriber trends, specifically boasting a high customer retention rate after the expiration of subsidy programs. The fund remains...
More institutional theses from Brennan Asset Management, LLC
We have owned Markel for 14+ years, and the thesis is not complicated. There are few...
Long-time client accounts have owned Berkshire Hathaway (BRK) for years, but we have not owned the iconic company across all accounts. Berkshire's sheer size...
We move from a name perceived by value investors as something close to Superman to one that many value investors would view as closer to Lex Luthor. We described our...